Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
J Jacobs Engineering Group Inc Industrials	Q2 2021 Filed on Aug 03, 2021	1,759	$129.68 - $143.4 $228K - $252K
IMCG Ishare Morningstar Mid Cap Gro ETFs	Q2 2021 Filed on Aug 03, 2021	10,741	$62.47 - $69.22 $671K - $743K
Peoples United Financial Inc	Q2 2021 Filed on Aug 03, 2021	11,950	N/A
JBLU Jetblue Airways Corp Industrials	Q2 2021 Filed on Aug 03, 2021	7,497	$16.71 - $21.25 $125K - $159K
TCPC Black Rock Tcp Capital Corp. Financial Services	Q2 2021 Filed on Aug 03, 2021	9,859	$13.74 - $14.97 $135K - $148K
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	Q2 2021 Filed on Aug 03, 2021	14,658	$22.11 - $22.26 $324K - $326K
IMCV Ishares Morningstar Mid Cap Va ETFs	Q2 2021 Filed on Aug 03, 2021	1,508	$62.13 - $66.67 $93.7K - $101K
GCI Gannett Co., Inc. Communication Services	Q2 2021 Filed on Aug 03, 2021	18,000	$4.32 - $5.95 $77.8K - $107K
SDOG Alps Sector Dividend Dogs ETF ETFs	Q2 2021 Filed on Aug 03, 2021	5,047	$51.69 - $55.66 $261K - $281K
EZM Wisdomtree U.S. Midcap Fund ETFs	Q2 2021 Filed on Aug 03, 2021	4,352	$50.97 - $54.49 $222K - $237K
APPH App Harvest, Inc. Consumer Defensive	Q2 2021 Filed on Aug 03, 2021	8,631	$11.39 - $20.07 $98.3K - $173K
GSAT Globalstar, Inc. Communication Services	Q2 2021 Filed on Aug 03, 2021	11,400	$0.87 - $1.88 $9.92K - $21.4K
CSQ Calamos Strategic Total Return Fund Financial Services	Q2 2021 Filed on Aug 03, 2021	12,366	$16.55 - $18.36 $205K - $227K
WAB Westinghouse Air Brake Technologies Corp Industrials	Q2 2021 Filed on Aug 03, 2021	101,608	$77.63 - $85.55 $7.89M - $8.69M
ACES Alps ETF Tr Clean Energy ETF ETFs	Q2 2021 Filed on Aug 03, 2021	2,727	$61.84 - $78.24 $169K - $213K
APPS Digital Turbine, Inc. Technology	Q2 2021 Filed on Aug 03, 2021	5,244	$56.77 - $88.67 $298K - $465K
Fs Kkr Cap Corp Ii	Q2 2021 Filed on Aug 03, 2021	16,961	N/A
DHR Danaher Corp Healthcare	Q2 2021 Filed on Aug 03, 2021	2,004	$225.08 - $271.69 $451K - $544K
PCEF Invesco Cef Income Composite E ETFs	Q2 2021 Filed on Aug 03, 2021	8,727	$23.34 - $24.66 $204K - $215K
PDCE Pdc Energy, Inc. Energy	Q2 2021 Filed on Aug 03, 2021	212	$33.1 - $49.35 $7.02K - $10.5K
GUSH Direxion Shs ETF Tr Daily S&P ETFs	Q2 2021 Filed on Aug 03, 2021	3,264	$14.46 - $25.62 $47.2K - $83.6K
HTD John Hancock Tax Advantaged Dividend Income Fund Financial Services	Q2 2021 Filed on Aug 03, 2021	7,948	$23.49 - $25.68 $187K - $204K
PCG Pg&E Corp Utilities	Q2 2021 Filed on Aug 03, 2021	19,350	$9.92 - $11.87 $192K - $230K
PRNT Ark ETF Tr 3 D Printing ETF ETFs	Q2 2021 Filed on Aug 03, 2021	9,513	$35.39 - $40.24 $337K - $383K
SPPP Sprott Physical Platinum & Palladium Trust Financial Services	Q2 2021 Filed on Aug 03, 2021	27,405	$17.85 - $21.29 $489K - $583K
SOCL Global X Fds Global X Social M ETFs	Q2 2021 Filed on Aug 03, 2021	31,600	$61.41 - $72.64 $1.94M - $2.3M
CWH Camping World Holdings, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	9,406	$35.95 - $48.43 $338K - $456K
GRID First Tr Nasdaq Clean Edge Sma ETFs	Q2 2021 Filed on Aug 03, 2021	26,936	$84.93 - $93.04 $2.29M - $2.51M
ALGN Align Technology Inc Healthcare	Q2 2021 Filed on Aug 03, 2021	1,728	$545.05 - $621.76 $942K - $1.07M
BR Broadridge Financial Solutions, Inc. Technology	Q2 2021 Filed on Aug 03, 2021	1,314	$154.37 - $165.63 $203K - $218K
VKTX Viking Therapeutics, Inc. Healthcare	Q2 2021 Filed on Aug 03, 2021	16,500	$5.19 - $6.73 $85.6K - $111K
FAN First Tr Exchange Traded Fd Ii	Q2 2021 Filed on Aug 03, 2021	97,755	N/A
ILMN Illumina, Inc. Healthcare	Q2 2021 Filed on Aug 03, 2021	2,453	$372.84 - $481.5 $915K - $1.18M
AAXJ Ishares Msci All Country Asia ETFs	Q2 2021 Filed on Aug 03, 2021	2,703	$89.29 - $96.06 $241K - $260K
UNG United States Natural Gas Fund, LP ETFs	Q2 2021 Filed on Aug 03, 2021	10,397	$9.06 - $13.08 $94.2K - $136K
CDW Cdw Corp Technology	Q2 2021 Filed on Aug 03, 2021	1,273	$163.48 - $184.01 $208K - $234K
IVOG Vanguard S&P Mid Cap 400 Growt ETFs	Q2 2021 Filed on Aug 03, 2021	1,678	$95.46 - $103.25 $160K - $173K
CCL Carnival Corp Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	9,084	$24.78 - $31.31 $225K - $284K
ILCB Ishares Morningstar U.S. Equit ETFs	Q2 2021 Filed on Aug 03, 2021	1,053	$56.68 - $60.74 $59.7K - $64K
EXPE Expedia Group, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	1,406	$159.9 - $177.87 $225K - $250K
DOMO Domo, Inc. Technology	Q2 2021 Filed on Aug 03, 2021	4,609	$55.15 - $83.12 $254K - $383K
ICE Intercontinental Exchange, Inc. Financial Services	Q2 2021 Filed on Aug 03, 2021	2,440	$109.81 - $121.27 $268K - $296K
VIDI Vident Intl Equity Fd ETFs	Q1 2021 Filed on May 10, 2021	62,903	$24.92 - $27.45 $1.57M - $1.73M
MAXR Maxar Technologies Inc. Technology	Q1 2021 Filed on May 10, 2021	5,322	$33.64 - $54.82 $179K - $292K
PPTY ETF Ser Solutions ETFs	Q1 2021 Filed on May 10, 2021	103,449	$28.0 - $32.49 $2.9M - $3.36M
VPL Vanguard Ftse Pacific ETF Ftse ETFs	Q1 2021 Filed on May 10, 2021	15,780	$79.24 - $84.48 $1.25M - $1.33M
INDY Ishares India 50 ETF ETFs	Q1 2021 Filed on May 10, 2021	3,693	$41.68 - $46.92 $154K - $173K
ZUO Zuora Inc Technology	Q1 2021 Filed on May 10, 2021	10,750	$13.21 - $16.83 $142K - $181K
PFSI Penny Mac Financial Services, Inc. Financial Services	Q1 2021 Filed on May 10, 2021	3,227	$56.53 - $67.05 $182K - $216K
WTFC Wintrust Financial Corp Financial Services	Q1 2021 Filed on May 10, 2021	9,072	$60.19 - $84.03 $546K - $762K

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